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55C - RESO - STATEMENT OF INVESTMENT
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55C - RESO - STATEMENT OF INVESTMENT
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Last modified
6/20/2016 10:23:33 AM
Creation date
6/16/2016 5:22:58 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55C
Date
6/21/2016
Destruction Year
2021
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Municipal Securities Disclosure Policy & Procedures <br />Page 5 <br />June 21, 2016 <br />RECORDS RETENTION <br />The Disclosure Coordinator shall maintain records with respect to the filings with the MSRB using <br />EMMA, including, but not limited to, EMMA posting receipts showing dates and nature of contents of all <br />filings for each issue of Obligations outstanding. <br />TRAINING <br />To ensure adequate resources to comply with the Continuing Disclosure Undertakings, the Disclosure <br />Coordinator shall develop a training process aimed at providing additional assistance in preparing <br />required information. The training process shall be conducted at least every other calendar year and <br />shall encompass a review of the EMMA submission process and an understanding of the timing <br />requirements necessary for full compliance with the Continuing Disclosure Undertakings. <br />55C -47 <br />
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